Running the Open Transfers Report

Use the Open Transfers Report to list all transfers that have been generated but not yet processed.

To run the Open Transfers Report:

1. From the Xfers > Reports menu, select Open Transfers to display the Open Transfers window.

2. In the Branch field, specify which or all branches and territories to include on the report.

3. In the Start Date and End Date fields, enter the date range of the report. By default, the system populates the date range for the 365 days prior to the current date. You can change the dates. You can enter a calendar date or a variable date in these fields.

4. In the Order/Ship Date area, designate whether to select the transfer orders to include in the report by their Order Date or Ship Date.

5. In the Sort by area, designate whether to sort the report data by branch, order number, or date. The default is Branch.

6. Set options, if needed, and generate the report.

See Also:

Transfers Overview

Transfer Reports

Creating Transfer Orders